Whether you are just getting started, you are at the height of your career or you are about to retire, we can assist you in identifying your goals, in determining your investment time horizon and risk tolerance, in creating an investment strategy designed for all types of market conditions, and in choosing retirement investments wisely.
We offer services in a wide variety of areas, but with a particular emphasis on issues and concerns relating to estate planning, including drafting of wills and trust documents; proper beneficiary planning and designation; coordinating retirements plans and other non-probate assets with an overall estate plan. Wills, Revocable Living Trusts, Powers of Attorney, Living Wills, Estate Settlement, and Administration
Income Tax Strategies/Planning/Preparation
We provide counsel to help maximize deductions on your tax return, we help you calculate quarterly tax payments, and we prepare your federal, state, and local income tax returns. We are experts in tax regulations relating to the clergy and religious professionals.
Federal, State, and Local Income Tax Preparation and Counsel, W-2 Preparation, Clergy Pay Package Consultation
The cornerstone of any sound financial plan is a solid insurance plan. Life insurance protects those you love; disability insurance protects your income; and long-term care insurance protects your retirement assets and gives you the freedom to make choices about how and where you'll be cared for. As an independent agent, The Crossland Group offers a wide range of insurance products providing this important protection.
Life Insurance, Long-Term Care Insurance, Disability Insurance
Everyone wants their children and grandchildren to realize their dreams, but paying for college or trade school is harder than ever. We can assist you by customizing an investment program that best suits your needs and helps the ones you love realize their dreams.
If you are a small business owner or family business owner, we know that every staff member plays a pivotal role in your success. We also know that every minute you spend on "administrative" issues, is one less minute spent on building your business. We have the knowledge and resources to help you provide for your staff and plan for the future, while minimizing the time you spend away from building your business.
We offer seminars and workshops on a variety of topics relating to investment and retirement planning, insurance planning, estate planning, education planning, and tax strategies. We'll tailor the agenda to address the concerns of your organization—with ample time for questions and answers.
Synod Meetings, Regional Ministerium Meetings, Civic Group Meetings, Church Council Meetings, Congregational Retreats
Investment Planning for Churches and Organizations
We work with finance committees, endowment committees, and treasurers to provide investment strategies and vehicles aimed at helping your organization meet its goals while being good stewards of its assets.